Senior Family Office Professional

3 weeks ago


Chicago, Illinois, United States BCI - Brokerage Consultants Inc Full time
Key Responsibilities:

As a Senior Family Office Professional at BCI - Brokerage Consultants Inc, you will oversee the Family Office Group Service/Administration team, ensuring seamless day-to-day operations and exceptional client service. Your key responsibilities will include supervising the team, supporting day-to-day activities, managing client service request logs, and being the primary point of contact between clients and the firm. You will also respond to client inquiries, schedule advisor/client meetings, create new accounts, and maintain client records. Additionally, you will compile and update documents, perform administrative duties, and build positive client relationships through proactive communication and issue resolution.

Requirements:
Bachelor's degree, 5+ years of experience in a similar role within the financial services industry, and exceptional customer service/relationship management skills. Familiarity with various types of securities investments, broker-dealers, and financial regulations is highly preferred. Advanced skills in Microsoft Office Suite, specifically Excel, are required. Experience with Charles Schwab Advisor Center and/or Black Diamond is highly preferred, as well as TD and DocuSign experience.

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